See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $7,828 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,396 | $65,435-82.6% | $86,677-86.9% | $66,914-83.0% |
| Participation rate | 98.1% | 75.5%+22.7pp | 76.6%+21.6pp | 69.8%+28.3pp |
| Annual return | -8.91% | -10.89%+2.0pp | 35.91%-44.8pp | 1.58%-10.5pp |
| Employer contribution / active EE | $3,009 | $2,153+39.7% | $2,836+6.1% | $2,544+18.3% |
| Participant deferral / active EE | $4,444 | $4,100+8.4% | $4,656-4.5% | $4,237+4.9% |
| Admin fee / account holder | $37 | $642-94.3% | $7,493-99.5% | $593-93.8% |